Operations Specialist (Level III)

Operations Analyst

This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include processing mail (including deposits) and providing quality service and operations support for internal business partners and external clients. Job expectations include operating with a standard level of independence, and escalating complex issues to leadership to minimize risk.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including mail sorting, and mail distribution
• Needs to have professional presence, respond to emails in a professional manner

Required Skills:

• Attention to Detail to ensure accuracy
• Effective Written Communications
• Accountability ensuring all requests are completed in its entirety
• Analytical Thinking self-reliant to analyze situations and make quick decisions
• Independence ability to work independently with minimal supervision and guidance
• Research ability to understand systems to perform effective research
• Risk Management ability to detect potential risk(s)
• MS Suite - Outlook - Word